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What is TurnLink Sales Manager?

TurnLink Sales ManagerTM serves as a specialized online Customer Relationship Management (CRM) platform designed specifically for manufacturers and their sales representatives. This innovative software allows users to track the comprehensive data related to the interactions among manufacturers, retailers, and distributors. With the capability to easily export orders to any version of Intuit's QuickBooks, TurnLink significantly enhances the efficiency of your order processing workflow. By granting each representative their own TurnLink account for placing orders online, you can protect your QuickBooks file from unauthorized users and eliminate the hassle of duplicating order entries across different systems. To facilitate smooth operations, TurnLink comes equipped with a variety of customization options that ensure its functionality remains in perfect sync with QuickBooks. Moreover, the TurnLink Sales Manager features a powerful order form that supports direct orders, sample requests, and diverse warehouse requirements, alongside accommodating the specific needs of third-party distributor Turnover orders. This level of adaptability renders it an essential asset for effectively managing intricate sales environments. As a result, businesses can achieve greater organization and streamline their sales processes efficiently.

What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM. This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms. Key features include: • Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information. • Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks. • Accounting History: Allows users to explore transaction history directly within Dynamics CRM. • Account Balances: Provides insights into customer open balances along with aging information in the CRM. • Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365. • Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices. • Security: Ensures controlled access to accounting data through security roles and field-level security measures. As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
MapMyStores
Microsoft Dynamics 365

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
MapMyStores
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TurnTree Solutions

Date Founded

2004

Company Location

United States

Company Website

www.turntree.com/turnlink.cfm

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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